Job Description

Financial Analyst

R+L Carriers has an immediate opportunity for a Financial Analyst at our Corporate Headquarters in Wilmington, Ohio. This position reports directly to the Corporate Controller.

Earn 1 week of vacation after 90 days of employment and enjoy an excellent benefits package that includes our very own employee resorts

Job Summary

We are seeking a highly motivated and detail-oriented Financial Analyst to support key financial functions, including ERP cash management transaction matching, treasury operations, internal audit, and financial planning & analysis (FP&A).

This role plays a critical part in maintaining the accuracy of financial data, supporting cash flow and treasury operations, assisting with audit activities, and providing actionable insights to management. The ideal candidate has strong analytical and problem-solving skills, an understanding of financial systems, and the ability to collaborate across departments in a fast-paced environment.

Key Responsibilities

1. ERP Cash Management Transaction Matching

• Ensure accurate matching and reconciliation of cash transactions within the ERP system.
• Investigate and resolve discrepancies between bank records and ERP data.
• Assist in automating and streamlining cash reconciliation and reporting processes.
• Maintain compliance with accounting policies and data integrity standards.

2. Treasury Support

• Support daily cash management activities and liquidity monitoring.
• Assist in cash flow forecasting, bank transaction analysis, and reconciliation.
• Maintain banking relationships and ensure timely and accurate processing of treasury transactions.
• Contribute to short-term investment and debt-related activities as needed.
• Analyze short-term cash trends to support treasury decision-making and liquidity planning.

3. Internal Audit Support

• Assist in planning and coordinating internal audit activities with 3rd party audit partners.
• Prepare audit schedules, working papers, and documentation.
• Identify areas for process improvement and risk mitigation.
• Track and monitor corrective actions to ensure compliance and efficiency.
• Maintain logs of audit findings and work with departments to track remediation efforts.

4. Financial Planning & Analysis (FP&A)

• Perform financial analyses to support strategic and operational decision-making.
• Prepare monthly and quarterly performance reports, KPIs, and variance analyses.
• Support scenario modeling, forecasting, and long-range financial planning.
• Partner with business units to monitor performance and identify improvement opportunities.
• Assist with preparing annual budgets, monitoring budget-to-actual results, and providing variance insights.

5. Financial Systems & Reporting Enhancement

• Collaborate with IT and accounting teams to improve ERP and reporting systems.
• Identify and implement automation and process improvement opportunities across financial workflows.
• Maintain accuracy of financial data and streamline reporting processes.
• Assist with preparing financial presentations and management dashboards summarizing business performance.
• Deliver insights and recommendations to leadership to drive strategic decisions.

Qualifications

• Education: Bachelors degree in Finance, Accounting, or a related field.
• Experience: 2+ years of experience in finance or accounting, preferably with exposure to treasury, internal audit, or FP&A.
• Technical Skills: Proficiency in ERP systems (SAP, Oracle, Microsoft Dynamics, etc.) and advanced Excel capabilities.
• Knowledge: Solid understanding of internal controls, financial analysis, and cash management.
• Soft Skills: Analytical, organized, detail-oriented, and proactive, with strong communication and collaboration abilities.

Key Attributes

• Self-motivated and capable of working independently.
• High attention to detail and strong analytical mindset.
• Maintains integrity, confidentiality, and professionalism.
• Effectively manages multiple priorities and deadlines in a dynamic work environment.

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